Keystone Financial Group (Georgia)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.63M	Buy	16,856 +280	+2%	+$26.9K	0.85%	20
2026 Q1	$1.5M	Hold	16,576	–	–	0.78%	22
2025 Q4	$1.48M	Buy	16,576 +257	+2%	+$22.7K	0.78%	26
2025 Q3	$1.42M	Sell	16,319 -9	-0.1%	-$765	0.8%	26
2025 Q2	$1.35M	Buy	16,328 +190	+1%	+$15.1K	0.86%	22
2025 Q1	$1.29M	Sell	16,138 -83	-0.5%	-$6.21K	0.91%	23
2024 Q4	$1.14M	Buy	+16,221	New	+$1.2M	0.92%	21

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Keystone Financial Group (Georgia)'s IEFA Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q2 2026, buying an estimated $26.9K and bringing the position to 16,856 shares worth $1.63M. The position accounts for 0.85% of the portfolio, ranked #20.

Keystone Financial Group (Georgia) first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Keystone Financial Group (Georgia) held 16,856 shares of iShares Core MSCI EAFE ETF worth $1.63M as of Q2 2026.
Keystone Financial Group (Georgia) bought 280 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.9K.
iShares Core MSCI EAFE ETF made up 0.85% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #20 holding.
Keystone Financial Group (Georgia) first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.